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Program Description

Avoid Ethical Traps in Everyday Situations

Potential ethical pitfalls lurk in your daily work environment - can you effectively spot them and uphold ethical standards? Learn from experienced faculty and gain strategies for avoiding ethics violations in even the stickiest of scenarios. Smoothly handle uncomfortable situations in which someone asks you to engage in unauthorized conduct; protect confidentiality in emails, phones and computers; maintain proper billing practices and much more. Register today!

Ground ethical rules in everyday, real-world examples.

Understand how seemingly innocuous actions can cross over the line into UPL.

Find out how to successfully protect client confidentiality when using emails, phones and computers.

Examine when a reasonable expectation of privacy does or does not exist.

Explore the ethical implications of law practice management.

Who Should Attend

This intermediate level course will teach attendees how to confidently avoid ethical pitfalls. Those who should attend include:

Clarifying Misconceptions: What Does vs. Does Not Constitute a Conflict of Interest

Conflicts of Interest Check System

Conflict Waivers and Informed Client Consent

Erecting and Adhering to the "Ethical Wall"

Vicarious Disqualification and Motions for Disqualification

Client Fees, Communications and Record Retention

Ethics of Paralegal Billing Practices

Handling Client Trust Accounts

Communication with the Client

Docket Control Systems - Calendaring and Tickler

Document Retention, Storage and Destruction

Accreditation Details:

Credit Information

Paralegal EducationCA MCLE Paralegal
- 2.00

including -
Ethics: 2.00

This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

DE Certified Paralegal Program
- 2.00

including -
Ethics: 2.00

This course will qualify for 2.0 hours of continuing education for paralegals, including 2.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

FL Registered Paralegal
- 2.00

including -
Ethics: 2.00

This course will qualify for 2.0 hours of continuing education for paralegals, including 2.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.

IN Paralegal CLE
- 2.00

including -
Ethics: 2.00

This course will qualify for 2.0 hours of continuing education for paralegals, including 2.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association.

MT CLE Credit for Paralegals
- 2.00

including -
Ethics: 2.00

Approved for 2.0 hours of CLE credit by the Montana Commission on Continuing Legal Education, including 2.0 hour of ethics.

NALA
- 2.00

including -
Ethics: 2.00

This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 2.0 hours, including 2.0 ethics, of continuing legal assistant education credit required to maintain the CLA (Certified Legal Assistant) credential.

NFPA
- 2.00

including -
Ethics: 2.00

This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 2.0 hours of Continuing Legal Education, including 2.0 hour of ethics.

NC Continuing Paralegal Education
- 2.00

including -
Ethics: 2.00

This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 2.0 hours, of which 2.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

OH Certified Paralegals
- 2.00

including -
Ethics: 2.00

This course will qualify for 2.0 hours of continuing education for paralegals, including 2.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NM Paralegal Division, State Bar of NM
- 2.00

including -
Ethics: 2.00

Approved by the Paralegal Division of the State Bar of New Mexico for 0.0 general and 2.0 ethics (for a total of 2.0 hours CLE).

WA Paralegal Association
- 2.00

Approved for 2.0 CLE credits by the Washington State Paralegal Association (WSPA).

STEVEN R. SORENSON is a shareholder with the law firm of von Briesen & Roper, s.c. He is a member of the American Bar Association Law Foundation, chairs the District Three Wisconsin Office of Lawyer Regulation Committee, and serves on the Ethics Committee of the American Bar Association‘s Legal Education Committee. In the past, Mr. Sorenson has served in many capacities with the State Bar of Wisconsin: he chaired several of the state bar standing committees, served as secretary from 1994 to 1996, and most notably, served as president from 1997 to 1998. He is a former member of the House of Delegates of the American Bar Association, former president of both the National Conference of Bar Presidents and the Wisconsin Law Foundation Fellows, and a current member of the foundation‘s Board of Trustees. Mr. Sorenson presents lectures throughout the state of Wisconsin on various topics, ranging from real estate law to professional ethics. He earned his undergraduate degree from Luther College and his Juris Doctorate degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.